PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.2M 0.38%
42,825
+2,804
77
$14.1M 0.38%
158,738
+14,438
78
$14M 0.38%
144,743
+13,811
79
$13.9M 0.37%
61,077
+1,540
80
$13.9M 0.37%
131,585
-27,542
81
$13.6M 0.37%
56,462
-5,824
82
$12.9M 0.35%
61,207
-4,093
83
$12.9M 0.35%
28,049
+1,451
84
$12.3M 0.33%
35,634
+1,508
85
$12.1M 0.32%
4,919
-2,550
86
$12M 0.32%
218,891
+24,986
87
$11.7M 0.32%
80,960
+478
88
$11.3M 0.3%
117,347
-136,901
89
$11.3M 0.3%
161,618
+7,872
90
$11.2M 0.3%
95,372
+36,798
91
$11.1M 0.3%
100,613
+1,118
92
$11.1M 0.3%
94,323
-11,176
93
$10.8M 0.29%
101,188
+16,180
94
$10.5M 0.28%
347,508
+37,090
95
$10.5M 0.28%
115,602
+3,987
96
$10.4M 0.28%
41,997
+4,023
97
$10.3M 0.28%
105,812
+6,461
98
$10.3M 0.28%
230,545
+112,495
99
$10.2M 0.27%
298,323
+30,610
100
$10.2M 0.27%
13,772
+925
2 3
4
5 6